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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.67+2.2%3:59 PM EST

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To: dougSF30 who wrote (197844)5/19/2006 2:01:06 AM
From: Joe NYCRead Replies (2) of 275872
 
Doug,

Thanks for the dates.

It seems like an interesting counter offensive by AMD.
- last week K8L preview
- this week Turion X2 launce (and Dell announcement)
- next week Desktop AM2 launc
- week after that Tech day
- week after that Computex

If everything happens the way I now expect to happen, I regret selling my shares. I think I will buy something back during the Dell deflation over the next 2-3 trading sessions.

If AMD executes on this roadmap (Hiroshige's estimate), AMD will be trailing in performance only for about 6 months.

Joe
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